Consumer & Community Bank Strategy, Executive Director
About The Position
JPMorganChase’s Consumer & Community Banking Strategy team is seeking a Head of Wealth Management Strategy to shape and drive the multi-year strategic agenda for key Wealth Management priorities. The team supports critical strategic initiatives and partners with senior executives and cross-functional stakeholders to drive growth, shape business direction, enhance client experiences, strengthen competitive positioning, and address emerging industry opportunities. As an Executive Director leading Wealth Management strategy, you will work directly with Wealth Management and CCB senior leadership to define business strategy, evaluate growth opportunities, and shape decisions affecting the future of Wealth Management. You will lead high-impact initiatives across business growth, client strategy, advisor platform evolution, operating model design, and competitive positioning. Success requires influencing senior leadership decisions, aligning stakeholders on strategic priorities, and guiding teams through complex business challenges. JPMorgan Wealth Management is a growth business within Consumer & Community Banking, with $1.4 trillion in assets under management and nearly triple its size since 2020. The Strategy team leads mission-critical, typically team-based projects—from growth strategy and market-entry assessment to organizational restructuring and operational efficiency—in close collaboration with senior executives.
Requirements
- 10+ years of experience, including experience at a top-tier strategy or management consulting firm at Associate Partner or equivalent level, leading large teams and partnering directly with C-suite executives.
- Significant experience advising Wealth Management, Private Banking, Asset Management, Consumer Banking, or broader Financial Services clients on corporate strategy, growth strategy, business transformation, or operating model initiatives.
- Deep understanding of Wealth Management business models, advisor ecosystems, client acquisition and retention strategies, and industry economics.
- Demonstrated ability to develop fact-based strategic recommendations and influence senior executive decision-making.
- Ability to learn new topics quickly and keep pace with an evolving external landscape.
- Proven ability to work with and influence diverse senior executive stakeholders.
- Strong interpersonal skills and ability to collaborate effectively and develop partnerships across multiple organizational levels.
- Ability to manage multiple priorities and deliver results in a fast-paced environment.
- Executive presence and experience creating and delivering executive narratives and presentations.
- Advanced proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
- Bachelor’s degree.
Nice To Haves
- MBA or other advanced degree from a leading academic institution.
- Experience leading strategy engagements within Wealth Management or Private Banking, including growth strategy, market expansion, client acquisition, advisor productivity, operating model design, or organizational transformation.
- Experience in Wealth Management strategy at a large financial institution.
- Deep understanding of Wealth Management industry trends, including advisor-led business models, affluent and high-net-worth client segments, client engagement strategies, competitive market dynamics, and evolving client expectations.
- Demonstrated experience devising, mobilizing, and accelerating large, complex strategic programs and enterprise initiatives.
- Knowledge of the Wealth Management competitive landscape, including traditional financial institutions, independent advisory firms, digital wealth platforms, and emerging industry disruptors.
Responsibilities
- Define and drive multi-year business strategies that support growth, client engagement, advisor effectiveness, and long-term competitive advantage across Wealth Management.
- Identify and evaluate strategic opportunities across client segments, products, channels, advisor platforms, and partnership models.
- Monitor industry trends, competitor activities, consumer behavior, and regulatory developments to refine strategic priorities and execution plans.
- Partner with Wealth Management and Consumer & Community Banking executives to curate and deliver a high-impact strategy portfolio aligned with key business priorities.
- Collaborate with and influence partners across Wealth Management, Finance, Risk, Human Resources, Communications, Marketing, Operations, and other business functions.
- Lead complex enterprise-wide strategy projects from problem definition through recommendation development and implementation planning.
- Build and lead a high-performing team to drive strategic analysis and deliver measurable business results.
- Provide regular updates and strategic recommendations to senior stakeholders, including Consumer & Community Banking leadership.
- Coordinate significant strategic initiatives, ensuring timely completion and high-quality outcomes.
- Craft and deliver executive communications, presentations, and recommendations for senior leadership and governance forums.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
